Month: September 2020
Traverse City is home to many families who have worked hard to develop intergenerational wealth. Whether you have real estate holdings, a successful business or just substantial investments, passing those assets along to your children and loved ones will likely … Continue reading
Creating an estate plan isn’t something most people look forward to, but it’s critical if you want to protect you, your loved ones and your assets both now and in the future. It can be frustrating to learn that your … Continue reading
Married couples tend to plan for their future together. Your retirement budget and savings likely reflect an intention to live with your spouse and share your expenses and savings during your golden years. However, just because you’ve planned something doesn’t … Continue reading